Managing Families and Siblings

iSAMS has built in functionality to manage familes and siblings.  There a however some key points to be aware of as detailed below.

Editing Basic Family Tree

You can access the family Tab for any pupil by clicking on the button next to the Contacts Tab

From here you can see the current parents and their marital status.  This is not always recorded but it can be handy if for instance the parents are separated or not married.

Under the parents it shows all pupils that are currently connected to this family.

Adding Siblings

Before you add a sibling it is important to understand that doing so will merge all contacts for both pupils and permanently link them together.  

The "Attach Another Sibling" will show any pupils iSAMS thinks are a good match based on existing contact information.

If the pupil is not shown in this list, you will need to find the pupils ID Number and paste it in.

When you have selected the pupil click Update Data.

Important Clean Up Tasks

• Go to the contacts tab for the pupil and check for duplicate contacts, in most cases the pupils will now have two of every contact.  You need to carefully compare and delete the duplicate accounts.
• Once you have deleted the duplicates you must notify IT Services who will make sure the parents portal accounts are correctly linked up with both pupils.  Deleting contacts can result in them no longer having access.

Now that the pupils are linked, if you delete or edit a contact it will do so for all siblings in the family!  Make sure you use linked contacts if you need to add a contact to just one sibling such as a guardian.

Removing Siblings

Although unusual you can do this.  Please consult with IT Services before doing so as there are key tasks that need to be performed to ensure parent portal access is not interrupted for the parents.